CIBC Private Wealth Group

CIBC Private Wealth Group Portfolio holdings

AUM $58.4B
1-Year Est. Return 19.68%
This Quarter Est. Return
1 Year Est. Return
+19.68%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$37.1B
AUM Growth
-$1.37B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,252
New
Increased
Reduced
Closed

Top Buys

1
+$78.5M
2
+$75.4M
3
+$68.1M
4
VICI icon
VICI Properties
VICI
+$63.3M
5
COP icon
ConocoPhillips
COP
+$60.3M

Top Sells

1
+$165M
2
+$109M
3
+$77M
4
EOG icon
EOG Resources
EOG
+$75.7M
5
TMUS icon
T-Mobile US
TMUS
+$41M

Sector Composition

1 Technology 22.43%
2 Healthcare 14.73%
3 Financials 13.73%
4 Consumer Discretionary 8.2%
5 Industrials 7.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$2.06M 0.01%
184,431
+4,442
477
$2.06M 0.01%
231,367
478
$2.06M 0.01%
30,937
+318
479
$2.06M 0.01%
46,939
-11,199
480
$2.01M 0.01%
44,169
-1,199
481
$2M 0.01%
41,872
-54,982
482
$2M 0.01%
36,860
483
$1.99M 0.01%
12,182
+200
484
$1.92M 0.01%
385,924
-418,034
485
$1.92M 0.01%
67,123
+3,686
486
$1.88M 0.01%
42,780
-3,345
487
$1.88M 0.01%
149,759
-20,798
488
$1.88M 0.01%
66,507
+603
489
$1.85M 0.01%
88,354
+4
490
$1.84M 0.01%
148,668
+8,257
491
$1.84M 0.01%
42,028
-13,372
492
$1.84M 0.01%
130,296
-4,938
493
$1.83M ﹤0.01%
52,696
+1,786
494
$1.82M ﹤0.01%
15,661
+18
495
$1.81M ﹤0.01%
60,435
-21,419
496
$1.8M ﹤0.01%
103,489
-33,000
497
$1.74M ﹤0.01%
22,417
-966
498
$1.74M ﹤0.01%
7,583
+31
499
$1.74M ﹤0.01%
96,664
500
$1.73M ﹤0.01%
51,300
-289
18 19
20
21 22